About Syfe

Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage.

The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation.

We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, over 100,000 investors trust Syfe to grow their wealth.

Since its founding, Syfe has raised US$79 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards, as well as being recognized as one of the Top LinkedIn Startups in Singapore.

Responsibilities

Syfe's Investment & Advisory team combines a wealth of experience in advising clients across the wealth spectrum and building tailored investment strategies geared to achieve their financial goals.

The Wealth Management Intern will assist the Syfe Advisors in building solutions to better service existing clients, making investment presentations, generating new leads and providing value added information about them.

New lead generation and enrichment of lead data
Updating lead / client data on CRM tools
Curating list of existing clients for potential opportunities
Assisting Syfe Advisors in portfolio construction and investment presentations based on client requirements
Assist in ad hoc matters as dictated by Head of Investment Advisory

Preferred Skills

Meticulous
Analytical
Coding ability (ideally Python)
Client driven with a strong focus on quality of service
Strong interpersonal communication skills
Team player but independent

Additional Notes

No hierarchies, opportunity to shape the company
Opportunity to build something that has a genuine impact on the masses
Opportunity to learn and grow fast; we are 110% meritocratic
Most importantly, having fun in doing what you do

Location: Singapore, Hybrid working mode

Commitment period: 6 months minimum, 5 days per week

Preferred start date: Feb 2025

Submit Your Application

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Do you currently need, or will you someday require, Syfe to sponsor work authorization for you to be hired in Singapore?*

Please indicate your period of availability (e.g. 2 Feb 2022-31 June 2022)*

What is your commitment like? (E.g. Mon to Fri 9-6 PM / 3 days per week only)*

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